Compare · 2 funds side by side · dividends reinvested

KBWB and VTI

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,697VTI · best of the two

02 / 04

KBWB and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B1.4

Invesco KBW Bank ETFSectors · Financials0.35%2.08%+8.3%+19.1%+34.7%+7.4%−16.4%20.6%$6.5B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: KBWB 2011 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.5B$14,313

KBWB

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,697

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

KBWBMeasureVTI

+8.3%Year to dateJan 1 → Nov 9+11.6%

+19.1%1 yearTotal return+13.9%

+34.7%3 years · per year$10,000 became $24,427 · $18,090+21.8%

+7.4%5 years · per year$10,000 became $14,313 · $16,697+10.8%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

2.08%Trailing 12-mo yield$208 · $106 a year on $10k1.06%

−16.4%Worst dropSmaller is better−8.9%

20.6%VolatilityLower is calmer13.9%

KBWBVTI Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5VTI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KBWB vs VTI: Top 5 Holdings

Today

KBWB

38.2%in top 5

VTI

in top 525.0%

KBWBStockVTI

8.4%WFCnot top 5

8.2%JPMnot top 5

7.4%MSnot top 5

7.3%GSnot top 5

not top 5NVDA7.1%

6.9%BACnot top 5

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

Held in common4.0%

End-of-day Nov 9, 2026 · share of each fund

KBWB vs VTI Returns, Every Period

InvescoKBWB

+7.4%

5 years, per year

VTIVanguard

+10.8%

5 years, per year

KBWBVTIFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Core: KBWB vs VTI

YTD

InvescoKBWB

+8.3%

VTIVanguard

+11.6%

+8.3%Year to date+11.6%

−16.4%Worst drop · 1Y−8.9%

20.6%Volatility · 1Y13.9%

2.1%Yield1.1%

$6.5BAssets$689B

3–1VTI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWB, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

KBWB0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: KBWB, VTI

2.08%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.08%$208

VTI1.06%$106

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$173most kept, KBWB

KBWB$208 − $35 = $173

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: KBWB, VTI

Today

4.0%most shared, KBWB and VTI

KBWBVTI

KBWB—4.0%

VTI4.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.1%KBWB, at 20.6% volatility

VTIWorst drop−8.9%13.9% vol

KBWBWorst drop−16.4%20.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

KBWBVTI

+8.3%Year to date+11.6%

2.1%Yield1.1%

+19.1%Past year+13.9%

0.35%Fee0.03%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026